Baltimore Washington Financial Advisors Inc. Buys 2,813 Shares of JPMorgan Chase & Co. $JPM

Baltimore Washington Financial Advisors Inc. raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 127,189 shares of the financial services provider’s stock after purchasing an additional 2,813 shares during the period. JPMorgan Chase & Co. accounts for approximately 1.7% of Baltimore Washington Financial Advisors Inc.’s holdings, making the stock its 20th biggest position. Baltimore Washington Financial Advisors Inc.’s holdings in JPMorgan Chase & Co. were worth $40,119,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in JPM. Peterson Wealth Advisors LLC lifted its position in shares of JPMorgan Chase & Co. by 1.6% in the third quarter. Peterson Wealth Advisors LLC now owns 2,063 shares of the financial services provider’s stock worth $635,000 after buying an additional 33 shares in the last quarter. Rialto Wealth Management LLC grew its holdings in shares of JPMorgan Chase & Co. by 3.6% in the third quarter. Rialto Wealth Management LLC now owns 962 shares of the financial services provider’s stock valued at $304,000 after purchasing an additional 33 shares in the last quarter. TradeWell Securities LLC. grew its holdings in shares of JPMorgan Chase & Co. by 0.3% in the third quarter. TradeWell Securities LLC. now owns 12,333 shares of the financial services provider’s stock valued at $3,832,000 after purchasing an additional 34 shares in the last quarter. Sharkey Howes & Javer increased its position in JPMorgan Chase & Co. by 1.9% in the third quarter. Sharkey Howes & Javer now owns 1,785 shares of the financial services provider’s stock worth $563,000 after purchasing an additional 34 shares during the last quarter. Finally, Granite Group Advisors LLC raised its stake in JPMorgan Chase & Co. by 0.3% during the third quarter. Granite Group Advisors LLC now owns 10,313 shares of the financial services provider’s stock valued at $3,253,000 after purchasing an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Zacks Research lowered shares of JPMorgan Chase & Co. from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Morgan Stanley set a $331.00 target price on shares of JPMorgan Chase & Co. in a report on Tuesday, December 9th. Keefe, Bruyette & Woods restated an “outperform” rating on shares of JPMorgan Chase & Co. in a research report on Tuesday, February 24th. Wells Fargo & Company lowered their price target on shares of JPMorgan Chase & Co. from $360.00 to $350.00 and set an “overweight” rating for the company in a report on Tuesday, February 17th. Finally, Barclays reissued a “buy” rating on shares of JPMorgan Chase & Co. in a research note on Friday, February 13th. Fourteen analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, JPMorgan Chase & Co. presently has an average rating of “Moderate Buy” and an average price target of $340.00.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, CEO Troy L. Rohrbaugh sold 50,000 shares of the company’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $307.11, for a total transaction of $15,355,500.00. Following the transaction, the chief executive officer owned 111,279 shares of the company’s stock, valued at approximately $34,174,893.69. This represents a 31.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, General Counsel Stacey Friedman sold 3,404 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $312.80, for a total value of $1,064,771.20. Following the completion of the sale, the general counsel owned 65,353 shares in the company, valued at approximately $20,442,418.40. The trade was a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 71,596 shares of company stock valued at $22,067,932. 0.47% of the stock is owned by company insiders.

JPMorgan Chase & Co. Price Performance

JPM stock opened at $288.78 on Wednesday. JPMorgan Chase & Co. has a 12 month low of $202.16 and a 12 month high of $337.25. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 1.27. The company has a 50-day moving average price of $309.06 and a 200 day moving average price of $308.71. The stock has a market cap of $778.85 billion, a PE ratio of 14.43, a P/E/G ratio of 1.20 and a beta of 1.06.

JPMorgan Chase & Co. (NYSE:JPM) last posted its quarterly earnings data on Tuesday, January 13th. The financial services provider reported $5.23 earnings per share for the quarter, topping analysts’ consensus estimates of $4.93 by $0.30. The company had revenue of $45.80 billion for the quarter, compared to analyst estimates of $45.98 billion. JPMorgan Chase & Co. had a net margin of 20.35% and a return on equity of 17.16%. The firm’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $4.81 EPS. Equities research analysts anticipate that JPMorgan Chase & Co. will post 18.1 earnings per share for the current year.

Key Stories Impacting JPMorgan Chase & Co.

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan’s capital-return program remains a tailwind: dividend increases and a $50 billion buyback support shareholder returns and can underpin the share price. JPMorgan’s Robust Capital Return Story: What’s Fueling It?
• Positive Sentiment: JPMorgan is expanding payments and AI-enabled commerce capabilities via a pact with Mirakl (agentic/AI-driven commerce), which could help grow payments revenue and product differentiation over time. JPMorgan Payments and Mirakl Form Agentic Commerce Pact
• Positive Sentiment: Some market commentators see regional bank weakness as a buying opportunity for major banks; if sector multiples re-rate higher, JPM would likely benefit given its scale. Bank Stocks Have Gotten Hit Hard. It’s Time to Think About Buying.
• Neutral Sentiment: J.P. Morgan Asset Management announced cash distributions for several JPMorgan ETFs on the TSX — routine for AM business but not material to JPM’s bank operating results. JPMorgan Announces Cash Distributions for the JPMorgan ETFs
• Negative Sentiment: Short interest in JPM rose ~15.5% in February to ~23.0M shares (about 0.9% of float), signaling increased bearish positioning — a rising short base can amplify downside if sentiment deteriorates.
• Negative Sentiment: An analyst downgrade/critique flags JPM is trading near ~2.2x P/B with “concerning price action,” raising valuation and momentum risk for the stock in the near term. JPMorgan Chase: Stretched Near 2.2x P/B, Concerning Price Action (Downgrade)
• Negative Sentiment: A federal judge allowed JPMorgan employees to pursue part of a lawsuit alleging mismanagement of health/prescription benefits, creating potential legal and reputational risk (uncertain financial impact). JPMorgan Chase employees may sue over high drug costs and premiums, judge rules
• Negative Sentiment: JPMorgan’s research and trading desks have warned of meaningful market downside (scenario of a ~10% S&P drop if Iran tensions push oil >$100), which raises macro risk for bank trading revenue and loan growth. JPMorgan Predicts S&P 500 Could Tumble 10% as Iran Conflict Drives Oil Beyond $100

JPMorgan Chase & Co. Company Profile

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.